Rekha Jhunjhunwala
LegendaryIndividual Investor · Mumbai
Continuation of Rakesh Jhunjhunwala's portfolio (Titan, Star Health, etc.)
Inherits and continues the public-market portfolio built with the late Rakesh Jhunjhunwala.
28
Holdings (Q-o-Q)
₹52.77k Cr
Disclosed value
+3
Adds this quarter
−1
Trims this quarter
Latest disclosure: Mar 2026 · Top-5 concentration 57.73%
Quarterly trajectory
1 more holdings vs prior quarter · 3 adds / 1 trim this quarter
| Quarter | Holdings | Adds | Trims | Portfolio value | |
|---|---|---|---|---|---|
| ▾ | Mar 2026 | 28 | +3 | −1 | ₹52.77k Cr |
vs Dec 2025 Total portfolio: ₹52.77k Cr New additions Canara Bank +1.54% ₹1.73k Cr Below 1% (not in SHP) Increased Inventurus Knowledge Solutions Limited 32.74% → 49.11% ₹11.20k Cr Metro Brands Limited 4.79% → 14.37% ₹3.51k Cr Decreased Raghav Productivity Enhancers LimitedRPEL 4.80% → 4.36% ₹113.4 Cr | |||||
| ▸ | Dec 2025 | 27 | +1 | −5 | ₹50.97k Cr |
| ▸ | Sep 2025 | 28 | +4 | −1 | ₹50.53k Cr |
| ▸ | Jun 2025 | 28 | +28 | — | ₹51.95k Cr |
Click a quarter to expand. Value = shares held × quarter-end closing price. Positions marked < 1% dropped off the SHP filing (SEBI only discloses ≥1% holders) — a stake may still exist below that threshold.
Top moves this quarter
Holdings
Mar 2026 disclosure · 28 stocks ≥1% · ₹52.77k Cr total
Value = shares × quarter-end close. QoQ compares stake % vs prior quarter.
| Stock | Stake | Prior stake | QoQ | Value (₹ Cr) | Shares |
|---|---|---|---|---|---|
| Inventurus Knowledge Solutions Limited | 49.11% | 32.74% | +16.37pp | ₹11.20k Cr | 8,42,75,895 |
| Concord Biotech Limited | 24.09% | 24.09% | No change | ₹2.57k Cr | 2,51,99,240 |
| Star Health And Allied Insurance Company Limited | 15.57% | 15.57% | No change | ₹4.19k Cr | 9,16,29,124 |
| Metro Brands Limited | 14.37% | 4.79% | +9.58pp | ₹3.51k Cr | 3,91,53,600 |
| Aptech Limited APTECHT | 11.04% | 11.04% | No change | ₹45.0 Cr | 64,04,636 |
| NCC Ltd. | 10.63% | 10.63% | No change | ₹873.8 Cr | 6,67,33,266 |
| VA Tech Wabag Limited | 8.02% | 8.03% | No change | ₹578.7 Cr | 50,00,000 |
| Geojit Financial Services Limited GEOJITFSL | 7.20% | 7.20% | No change | ₹105.6 Cr | 2,00,99,400 |
| Singer India Limited SINGERIND | 6.83% | 6.83% | No change | ₹25.9 Cr | 42,50,000 |
| CRISIL Limited | 5.19% | 5.19% | No change | ₹1.43k Cr | 37,99,000 |
| Raghav Productivity Enhancers Limited RPEL | 4.36% | 4.80% | -0.44pp | ₹113.4 Cr | 20,01,666 |
| Titan Company Limited | 4.24% | 4.24% | No change | ₹14.87k Cr | 3,76,43,895 |
| Karur Vysya Bank Limited | 4.16% | 4.16% | No change | ₹1.16k Cr | 4,01,85,019 |
| Fortis Healthcare Limited | 4.02% | 4.02% | No change | ₹2.41k Cr | 3,03,50,152 |
| Baazar Style Retail Limited STYLEBAAZA | 3.39% | 3.39% | No change | ₹69.1 Cr | 25,32,500 |
| Jubilant Pharmova Limited | 3.28% | 3.28% | No change | ₹426.5 Cr | 52,24,000 |
| Advent Hotels International Limited ADVENTHTL | 2.78% | 2.78% | No change | ₹18.8 Cr | 15,00,000 |
| Valor Estate Limited DBREALTY | 2.77% | 2.78% | No change | ₹126.0 Cr | 1,50,00,000 |
| Sundrop Brands Limited SUNDROP | 2.69% | 2.69% | No change | ₹56.8 Cr | 10,12,200 |
| The Federal Bank Limited | 2.42% | 2.42% | No change | ₹1.53k Cr | 5,90,30,060 |
| Wockhardt Limited | 1.75% | 1.75% | No change | ₹333.6 Cr | 28,37,005 |
| Tata Communications Limited | 1.58% | 1.58% | No change | ₹606.6 Cr | 45,00,687 |
| Jubilant Ingrevia Limited | 1.58% | 1.58% | No change | ₹137.0 Cr | 25,20,000 |
| Canara Bank | 1.54% | — | New | ₹1.73k Cr | 13,99,18,000 |
| Escorts Kubota Limited | 1.53% | 1.53% | No change | ₹468.1 Cr | 17,08,388 |
| Tata Motors Passenger Vehicles Limited | 1.33% | 1.33% | No change | ₹1.45k Cr | 4,87,98,260 |
| Tata Motors Limited | 1.32% | 1.32% | No change | ₹1.92k Cr | 4,87,48,260 |
| The Indian Hotels Company Limited | 1.00% | 1.00% | No change | ₹815.8 Cr | 1,42,87,765 |
Files under these names
These name variants are resolved to a single tracked entity at ingest time so no position is double-counted.
Disclosure: Holdings data is sourced from public regulatory filings (NSE/BSE Shareholding Pattern, SAST). This is not investment advice. Rekha Jhunjhunwala may have different risk capacity, cost bases, and holding periods. See our full disclaimer and methodology.
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